33 itemsYear-end accounts checklist for a limited companyA limited company year-end checklist from records and reconciliations to approving the accounts, filing at Companies House and sending the CT600.24 itemsChecklist for taking on a new clientTaking on a new accountancy client: professional enquiry, identity checks and risk assessment, engagement letter, HMRC and Companies House access.31 itemsYear-end records request for clientsWhat to ask sole traders, landlords and limited companies for at the year end, with the records HMRC and Companies House expect them to keep.30 itemsVAT return review checklist before submissionChecks before submitting a VAT return: reconciliations, each box, construction reverse charge, postponed import VAT, partial exemption and error limits.27 itemsEngagement letter outline for accountancy practicesThe headings an accountancy engagement letter covers, with links to the engagement letter templates and guidance from ICAEW, ACCA and AAT.
Templates and checklists
Checklists for the work a small practice repeats each year. Each one can be ticked off on screen, printed or downloaded as a text file to adapt.